Chemplast Sanmar Limited has informed the Exchange regarding a press release dated July 28, 2025, titled "Q1 & FY 26 Consolidated Financial Highlights".
CHEMPLASTS · price
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On the reaction day the stock moved 1.5 pts less than Nifty Microcap 250 and 0.7 pts less than its Specialty Chemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Chemplast Sanmar reported Q1 FY26 revenue of Rs. 1,100 crores, down 4% both year-on-year and sequentially, reflecting continued pricing pressure in its PVC business. EBITDA collapsed to just Rs. 17 crores (margin of 2%), a sharp fall of 86% YoY and 54% QoQ, as low-priced imports of Paste PVC and dumping from EU and Japan depressed realisations. The company swung to a loss at the PAT level, posting Rs. (64) crores versus a profit of Rs. 24 crores in Q1 FY25. Management said anti-dumping duty investigations on Paste PVC (EU/Japan) and Suspension PVC are progressing, with final findings expected by Q4 FY26 or shortly, and remains optimistic on medium-term demand from autos, infrastructure, and custom manufacturing. Capacity additions at CMCD (MPB 3 Phase 3 and MPB 4) are on track for Q3 FY26 completion.
Weak quarterly performance with margin compression and a return to loss-making PAT is negative for near-term sentiment, though the company is banking on anti-dumping relief and capacity expansion for a recovery. Investors should watch for final DGTR findings and any improvement in PVC prices in coming quarters.